Investor Presentaiton

Industrial Motors Segmental Financials Motors: Stable performance; Industrial: Cycle has bottomed out Sime Darby Developing Sustainable Futures Revenue (RM bn) PBIT (RM mn) ROAIC (%) FY17: RM20.6bn FY17: RM633mn FY17: 11% 10-year 15.0 average 5-year average 10-year high 10-year average 503 10-year average 13% 18.7 5-year average 591 5-year average 12% 10-year 711 20.6 high 10-year high FY17: RM10.1bn 10-year average 10.6 FY17: RM253mn(1) 10-year average 5-year average 5-year 11.5 703 average 10-year high 14.4 10-year high Note: (1) Excludes impairments and provisions of RM257mn related to Bucyrus Strictly Private & Confidential FY17: 3% (1) 843 10-year average 16% 8 5-year average 8% 10-year 1,396 high 21% Commentaries Motors achieved its highest ever revenue in a decade on the back of organic and inorganic expansion Profits have recovered despite adverse market conditions in key markets like Malaysia (currency depreciation & GST), Singapore (COE limits) and China (cooling economy) 25% ◉ Industrial has been hit by cooling demand for coking coal and low crude oil prices However, FY17 revenue increased for the first time after 3 consecutive years of decline which gives hope that the cycle may have bottomed out

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